Wealth Management Automation Lead

Northpointe Staffing Professionals; Jersey City (NJ); On-site; USD 80,000 - 100,000; Full time

Job summary

Northpointe Staffing Professionals is looking for an Automation Initiatives Specialist focused on Wealth Management Operations. This role requires a candidate with strong technical skills to build automation solutions and effectively engage with stakeholders to enhance process efficiency.

The ideal candidate will have over 5 years in financial services, expertise in RPA platforms like UiPath and Power Automate, and a Bachelor's degree in a relevant field. This position offers significant opportunities for professional growth and impactful contributions.

Qualifications

• 5+ years of experience designing and delivering process automation solutions in financial services.
• Hands-on experience with RPA/automation platforms.
• Strong scripting skills in Python, VBA, or SQL.

Responsibilities

• Analyze processes and identify automation opportunities.
• Design and develop automation solutions using RPA tools.
• Engage stakeholders and facilitate change adoption.
• Support production automations and drive continuous improvement.
• Provide regular updates on project status and risks.

Skills

Process Automation

Stakeholder Engagement

Python

VBA

SQL

Education

Bachelor's degree in Business or Computer Science

Tools

UiPath

Microsoft Power Automate

Alteryx

Job description

Northpointe Staffing Professionals is looking for an Automation Initiatives Specialist focused on Wealth Management Operations. This role requires a candidate with strong technical skills to build automation solutions and effectively engage with stakeholders to enhance process efficiency.

The ideal candidate will have over 5 years in financial services, expertise in RPA platforms like UiPath and Power Automate, and a Bachelor's degree in a relevant field. This position offers significant opportunities for professional growth and impactful contributions.